ESSENTIALS OF FINANCIAL PLANNING
ESSENTIALS OF FINANCIAL PLANNING
2024 Fall Term
3 Units
Finance & Business Law 401
This course serves as an introduction to the occupational area of Financial Planning and surveys the following topics: determining financial objectives, formulating investment objectives, tax planning, insurance planning, and retirement and estate planning.
Other Requirements: PREREQ: (COBE MAJOR: 2.50 CUMULATIVE GPA) OR (NON-COBE MAJOR/MINOR/COBE MINOR: 60 CREDITS AND 2.00 CUMULATIVE GPA) COREQ: PRIOR COMPLETION OR CONCURRENT ENROLLMENT IN FNBSLW 345
Class Schedule
Disclaimer
- This schedule is informational and does not guarantee availability for registration.
- Sections may be full or not open for registration. Please use WINS if you wish to register for a course.
| Section Details | Meeting Details & Topic | Instructor | Syllabus | ||
|---|---|---|---|---|---|
|
01-LEC 3811
3 Units
|
09/03 - 12/07 (1) | TuTh 11:00 AM - 12:15 PM |
Pengyu Qian
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22-LEC 3812
3 Units
|
09/03 - 12/07 (1) |
Gene Toboyek
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| ONLINE | |||||
